Business Development Financial Advisor — Travel & Equity

CAPTRUST; Baltimore (MD); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Employee ownership opportunities

Health, dental, and vision coverage

Paid time off (PTO)

401(k) plan with company match

Job summary

CAPTRUST is seeking a Business Development Financial Advisor to develop relationships within custodial distribution channels. This role requires a minimum of 5 years as an Investment Advisor Representative, with strong communication and analytical skills. The position offers a competitive salary between $125,000 and $175,000, plus opportunities for equity ownership. Employees enjoy a comprehensive benefits package, which includes health coverage and paid time off. Join CAPTRUST for a collaborative and growth-oriented environment.

Qualifications

• Minimum 5 years as an Investment Advisor Representative (IAR).
• Holds or willing to obtain Series 65 or Series 66 and Series 7 within 90 days.
• At least 2 years registered as an IAR and 3 years with a broker-dealer.

Responsibilities

• Develop relationships within custodial distribution channels.
• Build networks with financial consultants.
• Travel is required.

Skills

Strong communication skills

Analytical skills

Problem-solving skills

Public speaking

Education

Bachelor’s degree (preferred)

Job description

CAPTRUST is seeking a Business Development Financial Advisor to develop relationships within custodial distribution channels. This role requires a minimum of 5 years as an Investment Advisor Representative, with strong communication and analytical skills. The position offers a competitive salary between $125,000 and $175,000, plus opportunities for equity ownership. Employees enjoy a comprehensive benefits package, which includes health coverage and paid time off. Join CAPTRUST for a collaborative and growth-oriented environment.